18
January
Foreign demand overwhelmed. Buying activity focused on Real Estate and Financials whilst Consumer Staples, Industrials, and Materials experienced the selling pressure. With ETF flow, Vietnam recorded the inflow. Net inflow was USD3mn, mainly contributed by the demand on XFTSE Vietnam, SSIAM VNFIN Lead, and Fubon FTSE Vietnam.
17
January
Although the bullish momentum is not stable at all-time high zone, the medium-term trend is still supported. In this case, investors should continue to hold the current positions on leading stocks and position size should be closed by half when the 1,420 pts zone is pierced.
17
January
Despite the bottom fishing, the VNIndex closes below the 1,500-pts threshold. Besides, the downside risk is still in the short term. Therefore, traders should be careful and wait for the subsequent signals before making investment decisions.
14
January
The VNIndex closes below the 1,500-pts threshold again, implying the high volatility of market sentiment. Besides, the downside risk is still in the short term. Therefore, traders should be careful and wait for the subsequent signals before making investment decisions.
13
January
The VNIndex closes above the 1,500-pts threshold, implying the false of the last bearish signal. However, the downside risk is still in the short -term. Therefore, traders should be careful and wait for the subsequent signals before making investment decisions.
12
January
The VNIndex closes below the 1,500-pts threshold, showing the bearish signal. The short-term uptrend may be reversed. Therefore, if the index does not recover today and closes above 1,500-pts, traders should reduce their long position.
11
January
The downside risk increases in the short term because of the selling pressure on leading stocks. The 1,500-pts threshold is the significant support in the subsequent sessions. If the VNIndex closes below the threshold, the bullish market will be reversed. Therefore, traders should wait for the next signals to make a rational decision.
10
January
Foreign supply overwhelmed. Selling activity focused on Consumer Staples, Materials, and Industrials whilst Real Estate, Energy, and Utilities attracted foreign demand. With ETF flow, Vietnam recorded the outflow, mainly contributed by the divestment on VFMVN Diamond ETF, VFMVN30 ETF, and Fubon FTSE Vietnam.
10
January
The bullish market is still intact in the short term because the VNIndex breaks out the 1,500-pts resistance. The contraction is the consolidation phase, which is an opportunity for increasing a long position. Therefore, traders should hold long positions and focus on leading stocks.
15
March
Regarding the impact of the global commodity price surge on Vietnam CPI, we estimate that the current value of Brent price could push 2022 inflation to exceed the government target of 4%, mainly through the consumption channel. However, implementing well-established tools allows the Vietnam government to mitigate external shocks proactively. To sum up, we forecast that the global commodity surge would create temporary pressure on Vietnam inflation.
27
December
Key factors that drive the stock market to rise in 2022 include: (1) the Vietnam economy recovering and strong growth in 2022 and (2) new money will continue to flow into the stock market as new cash flows into stock markets and new money comes from capital flows of securities companies to margin.
09
November
A record plunge in Vietnam’s economy in 3Q21 has threatened economic prospects in the medium and long term growth. The government is standing in a right place to mitigate the lingering impact of the current outbreak and the next ones if they take appropriate actions in an appropriate timing and appropriate way. Recent macro and policy developments are signaling that the ongoing economic recovery would be smooth and sound, but it needs a booster shot, a sufficiently large fiscal relief package, to accelerate recovery momentum and help economic growth back on track. From our view, the “Economic Recovery and Development” fiscal support package, if successfully passed, would be a key to unlocking the full potential of the economic recovery.
26
July
Amid a widespread COVID-19 delta attack in the Southeast Asia region, Vietnam is stepping into the worst outbreak in both its health and economic impacts. Although the government actively deployed various solutions to follow the twin target that effectively controls the pandemic and promotes socio-economic development, the negative impact of economic recovery is inevitable. We predict that the COVID-19 economic impacts on domestic consumption and production levels would be partly reflected in oncoming macroeconomic updates under strict lockdowns nationwide.
18
June
Surging commodity prices and increasing inflation recently pose a considerable risk to global economic stability. However, the majority of global economists and monetary policymakers just saw this phenomenon as a transitory factor, and this trend would eventually reverse to a normal track in the medium- and long- term. Regarding Vietnam's situation, we saw a stable demand-supply balance in major commodities and well-controlled price conditions. The inflation shock in the near term, if it happens, would be expected to be transient and bear a little risk to the economic stability.
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